Working agents and workflows together
| Element | Question answered |
|---|---|
| Agent | Who deals with this request and with what purpose? |
| Workflow | In what order execute several capabilities? |
| Capacity | What business result should be achieved? |
| Connector | Which external service does the action? |
| Permission | Is the action automatic, confirmed or blocked? |
Example
A “Commercial” agent receives an appointment request. It can use a workflow “Qualification then appointment”. Workflow first checks the contact in the CRM, then the calendar availability, then creates the event. Permissions can leave automatic readings and ask for confirmation before creation.
Design method
Section titled “Design method”- leave the agent’s goal;
- Create the necessary capabilities;
- use workflow only if order counts;
- explicitly authorize this workflow to agent;
- configure permissions before publishing.